APACHE Medical Systems, Inc. Message Board

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Technology Stocks : APACHE Medical Systems, Inc.

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To: Ron Kory who wrote (3)	11/18/1996 8:58:00 AM
From: Scott Armstrong	of 26

50-75% of the companies in either the medical decision support and/or the broader health info systems companies have missed their numbers this most recent quarter [add SUMT, CERN, etc.], so for the very reasons that you've mentioned people seem to be avoiding this sector...a fairly predictable scenario. I would speculate that for most companies up to 50% of their stock price could be explained by their industry sector price trends. In that sense, our stock is holding up MUCH better than most, but we did not disappoint anyone on the last quarter, either. Sorry that I could not provide not much more insight, just confirmation. Glad to hear Cowen still likes us!

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